Trust and Asset Planning

Asset Planning

Our team works with individuals to ensure their wealth is managed and protected – advising on a range of issues from trusts to taxes.

The core team:

Susan Lyall
Special Counsel

Our specialists offer a tailored and bespoke service that ensures your wealth is managed and protected from the vicissitudes of life.

They have a strong reputation in their field and draw on their experience across tax, trusts, family, commercial and property law to ensure our clients’ assets are protected.

The team brings a practical, commercial and sensitive approach to issues and complexities in relation to life and death, including

  • Divorce
  • Family complexities
  • Philanthropy
  • Succession and inheritance planning
  • Business and asset structuring
  • Relationship strains (whether personal and/or business)
  • Risk minimisation
  • Creditor risk.

We help and guide our clients to achieve their goals in a tax efficient manner that guarantees peace of mind.